FVC vs. RULE ETF Comparison
Comparison of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) to Adaptive Core ETF (RULE)
FVC
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC Description
This exchange-traded fund seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Dynamic Focus Five Index.
Grade (RS Rating)
Last Trade
$37.60
Average Daily Volume
11,913
Number of Holdings
*
2
* may have additional holdings in another (foreign) market
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$23.31
Average Daily Volume
5,937
Number of Holdings
*
35
* may have additional holdings in another (foreign) market
Performance
| Period | FVC | RULE |
|---|---|---|
| 30 Days | 5.53% | 5.63% |
| 60 Days | 5.80% | 5.87% |
| 90 Days | 7.37% | 6.41% |
| 12 Months | 21.13% | 21.71% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FVC | Weight in RULE | Overlap |
|---|
FVC Underweight 35 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | -4.27% | |
| JPST | A | -4.26% | |
| CRM | B | -3.6% | |
| APO | B | -3.39% | |
| WMB | A | -3.07% | |
| EQIX | A | -3.05% | |
| PCAR | B | -3.04% | |
| XLG | B | -3.04% | |
| AON | A | -3.04% | |
| SPHQ | A | -3.03% | |
| CAH | B | -3.0% | |
| VST | B | -2.96% | |
| INTU | C | -2.95% | |
| V | A | -2.95% | |
| IWF | B | -2.91% | |
| FI | A | -2.91% | |
| BK | A | -2.88% | |
| PH | A | -2.87% | |
| CTAS | B | -2.84% | |
| GWW | B | -2.82% | |
| UBER | D | -2.8% | |
| NFLX | A | -2.78% | |
| PGR | A | -2.72% | |
| HD | A | -2.7% | |
| FTNT | C | -2.67% | |
| RMD | C | -2.65% | |
| FCNCA | A | -2.59% | |
| URI | B | -2.57% | |
| GPN | B | -2.51% | |
| IRM | D | -2.47% | |
| VRT | B | -2.41% | |
| IBM | C | -2.35% | |
| PAYX | C | -2.18% | |
| ADBE | C | -1.94% | |
| ARES | A | -1.81% |
FVC: Top Represented Industries & Keywords
RULE: Top Represented Industries & Keywords
Industries:
Business Services
Software - Application
Asset Management
Banks - Regional - US
Conglomerates
Credit Services
Diversified Industrials
Home Improvement Stores
Industrial Distribution
Information Technology Services
Insurance - Property & Casualty
Insurance Brokers
Media - Diversified
Medical Distribution
Medical Instruments & Supplies
Oil & Gas Midstream
REIT - Diversified
Rental & Leasing Services
Truck Manufacturing
Utilities - Independent Power Producers
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